Jo (Mrs H) at Avocet Commercial Careers is delighted to present this exceptional opportunity for a Paraplanner to join a progressive, independent financial advice business in Wilmslow.
This is a fantastic chance to advance your career within a dynamic organisation that values technical expertise whilst working alongside experienced financial advisers to deliver outstanding client outcomes.
About the Client
Our client is a progressive UK-wide independent financial advice business that specialises in helping both Corporate and Personal clients make informed financial decisions in complex and frequently changing markets. They provide uniquely tailored independent financial advice across all aspects of savings, investments, and retirement planning to individuals, whilst also delivering advice through successful partnerships with Building Societies.
About the Role
This is an outstanding opportunity for a technically motivated Paraplanner to work as an integral part of a professional support team, providing financial advisers and their clients with exceptional research, analysis, and report writing services. You will play a crucial role in ensuring the delivery of high-quality financial advice through comprehensive technical support and detailed recommendation reports.
Paraplanner Responsibilities
* Analyse clients' circumstances, objectives, and risk profiles to support adviser recommendations
* Provide comprehensive research, analysis, and technical support across all relevant advice areas
* Prepare detailed information and comparisons for analysis by financial advisers
* Produce client suitability reports confirming new recommendations in accordance with company standards
* Obtain accurate illustrations, key features, and relevant paperwork for adviser presentation meetings
* Ensure all relevant documentation is uploaded correctly and named according to company procedures
* Create, manage, and complete tasks on back-office systems in accordance with procedures
* Liaise with financial advisers to query and challenge proposed recommendations where necessary
* Support both personal and corporate client work as required
Paraplanner Requirements
* Level 4 Diploma in Financial Planning with 3-4 years of experience in an IFA/Wealth Management environment (essential)
* 5 GCSE passes or equivalent including English and Mathematics
* General knowledge across financial planning areas including pensions, investments, protection, and estate planning
* Excellent organisational skills with ability to prioritise daily tasks and restructure as required
* Strong teamwork and collaboration skills with understanding of how collaboration improves outcomes
* Proficiency in using technology effectively for the role
* Experience with back-office systems, preferably Intelligent Office
* Experience in cashflow modelling
* For corporate client work: knowledge of employee benefits, corporate pensions, and business protection markets
Benefits
* Competitive salary up to £45,000 dependent on experience
* 37.5 hours per week with flexible working arrangements
* Flexible working typically 1-2 days in office per week
* 5% flexible benefit allowance for death in service, income protection, holiday purchase, private medical insurance (not deducted from salary)
* 26 days annual leave plus bank holidays and birthday leave
* Comprehensive pension scheme
* Plus much more!
The Ideal Candidate
The ideal candidate will be a technically skilled and motivated Paraplanner with a strong foundation in financial planning principles and a genuine passion for delivering exceptional client service. You will have proven experience in an IFA or Wealth Management environment and demonstrate excellent analytical and communication skills.
You should be someone who thrives on technical challenges, enjoys working collaboratively with financial advisers, and takes pride in producing high-quality research and reports that support outstanding client outcomes. The successful candidate will be organised, detail-oriented, and committed to maintaining the highest professional standards whilst contributing to the continued growth and success of this progressive financial advice business.
For a confidential discussion about this role, please contact Jo (Mrs H) at Avocet Commercial Careers